CLIENT PORTFOLIO ANALYST

The Center for Nonprofit Management (CNM) is pleased to invite qualified professionals to apply for the position of Client Portfolio Analyst.

Founded in 1978, the Center for Nonprofit Management (CNM) seeks to shape how nonprofit leaders approach challenges and opportunities so that they can more effectively pursue their mission and impact their communities. From core management fundamentals to executive coaching and in-depth consulting and analyses, CNM enables individuals to become better leaders and organizations to more effectively serve their communities. Our mission is to foster thriving communities in Southern California by ensuring that nonprofit leaders and organizations have the knowledge, skills, and resources to fulfill their mission.

CNM’s activities offer an integrated and comprehensive set of programs to strengthen the capacity of organizations to achieve their goals. These services combine consulting, training, group facilitation, and peer learning opportunities for teams working in a nonprofit or a group working across organizations toward a common goal. This approach underscores CNM's commitment to support personal and organizational development at every transition and growth stage an organization may experience as they evolve and adapt in pursuit of their mission.

This is a hybrid model position with in-person meetings and events as needed. CNM is committed to ensuring the safety and health of its employees and stakeholders especially when meeting in-person. Current COVID-19 regulations are followed and considered baseline precautions.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

The Client Portfolio Analyst partners with CNM leadership and, as a member of the Client Services Team, supports organizational systems and processes, collaboratively implements projects, helps ensure client success, assists with strategic decision-making, and ensures quality control of CNM’s products and services.

• Works directly with CNM leadership and the Client Services Team to maintain and refine project management, data management, and client management systems
• Supports in managing and maintaining the CNM pipeline (of all current leads and opportunities); supports CNM leadership in determining eligibility, projected timelines and capacity needs for each lead and opportunity; and assists in meeting proposal deadlines and requirements
• Prepares and provides regular status updates around current projects and proposal opportunities, deliverables, timelines, budgets, and activities to inform strategic decisions and staffing assignments
• Identifies, synthesizes, and shares trends and timely considerations with CNM leadership and Client Services Team to inform strategic decision-making and contextualize changes in workflow
• Assists Client Services Team in data sensemaking, analysis, synthesis, preparation, and visualization for stakeholders including current and potential clients, board members, staff, and partners
• Aids staff in project related activities including preparation of materials for presentations, reports using data visualization techniques, data management, data collection (focus groups, interviews, and survey monkey) as well as documenting, note-taking, and transcribing
• Coordinates with CNM leadership and accounting to manage and track contracts, invoices, and other financial deadlines
• Copy-edits and ensures quality of CNM’s products and services to build and support stronger organizations
• Co-facilitates internal and public trainings around project management and client management systems and processes
• Other duties, as needed.

MINIMUM REQUIREMENTS

• Bachelor’s degree related to business, project management, organizational development, data analytics, or the nonprofit field, or 3 years of related experience and/or relevant training in customer service, administration, community engagement, or technical support
• Experience in building relationships and collaborating with multiple teams on multiple projects
• Experience managing, synthesizing, and analyzing data
• Proficiency in Microsoft Teams and Suite, Salesforce, Monday.com, SurveyMonkey, Eventbrite, and Zoom (experience in each platform is strongly preferred)
• Ability to effectively communicate using multiple platforms such as MS Teams, Zoom, email, and Monday.com
• Ability to manage multiple, tight deadlines and work under pressure, with an emphasis on strong prioritization skills
• Strong attention to detail and ability to demonstrate leadership, teamwork, and initiative
• High degree of ethics and integrity
• Bilingual preferred (Spanish/English)

SALARY RANGE:

• Non-Exempt, F/T
• $25-$27/hour dependent upon experience
• Benefits package includes health, dental, vision, and long-term D&D insurance, 403(b) and underground parking

APPLICATION PROCEDURES:

Interested applicants please email both your résumé with a cover letter describing your qualifications . Please use Client Portfolio Analyst in the subject line. No phone calls please; we will contact qualified candidates to set up interviews. Position will remain open until the staffing need is met and may close without advance notice.

To learn more about CNM, find us on the web at cnmsocal.org.

CNM is an Equal Opportunity Employer

Job Type: Full-time

Pay: $25.00 - $27.00 per hour

Benefits:

• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• Bachelor's (Preferred)

Experience:

• Client Portfolio Analyst: 5 years (Preferred)

Language:

• Spanish (Preferred)

Shift availability:

• Day Shift (Preferred)

Work Location: Hybrid remote in Los Angeles, CA 90012

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